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iShares Core S&P US Value ETF

730 hedge funds and large institutions have $18.3B invested in iShares Core S&P US Value ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 222 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
76
Richard W. Paul & Associates
Michigan
$16.5M
CF
77
Centaurus Financial
California
$16.5M
CGA
78
Crescent Grove Advisors
Illinois
$16.4M
FPGK
79
Financial Partners Group (Kansas)
Kansas
$16M
Stifel Financial
80
Stifel Financial
Missouri
$15.2M
SC
81
Savant Capital
Illinois
$15.1M
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$14.9M
GSIS
83
Global Strategic Investment Solutions
Arizona
$14.5M
Truist Financial
84
Truist Financial
North Carolina
$14.2M
CIA
85
Concurrent Investment Advisors
Florida
$14.2M
MWA
86
MFA Wealth Advisors
Pennsylvania
$14M
CFG
87
Cosner Financial Group
Colorado
$13.9M
Baird Financial Group
88
Baird Financial Group
Wisconsin
$13.7M
FFG
89
Fortress Financial Group
Minnesota
$13.7M
CPSC
90
Carl P. Sherr & Co
Massachusetts
$13.5M
Creative Planning
91
Creative Planning
Kansas
$13.5M
KAS
92
Kestra Advisory Services
Texas
$13.1M
SPC
93
Sigma Planning Corp
Michigan
$12.8M
AAS
94
Ameritas Advisory Services
Nebraska
$12.7M
NA
95
NewEdge Advisors
Louisiana
$12.2M
IFA
96
Independence Financial Advisors
New Hampshire
$12M
MSFS
97
Main Street Financial Solutions
Pennsylvania
$11.8M
SWP
98
Stratos Wealth Partners
Ohio
$11.7M
TPCW
99
TD Private Client Wealth
New York
$11.7M
CAC
100
Certified Advisory Corp
Florida
$11.7M